How to Create a Responsibility Transfer Form

Use this when you hand over patient data to another provider. It creates a PDF that records the transfer of data custodianship.

How to access: Settings -> Data Export -> Transfer Form tab.

  1. Fill in the Outgoing Custodian details: Name, Organization/Clinic, Email and License/Registration No.
  2. Fill in the Incoming Custodian details. Name is required.
  3. Enter the Effective Date (required) and a Reason for Transfer.
  4. Click Generate PDF.
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